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In this episode of Behind the Numbers, host Dave Bookbinder sits down with Nicole Grinnell – founder of Bosun Solutions and Mic’d Up Booking – to break down the exact financial and operational mechanics of scaling a small business. They pull back the curtain on payroll optimization, calculating the true opportunity cost of doing your own admin work, and why…

In this episode of Ventures & Visionaries, host Mordy Hackel sits down with retired Air Force veteran, fractional COO, and Legacy Wealth Group CEO Tyrus Shivers for a powerful conversation about scaling businesses, building systems, and rewriting the narratives that hold entrepreneurs back.
 
Tyrus shares how military structure and mission-driven thinking shaped his approach to entrepreneurship and why so…

In this episode of Ventures & Visionaries, host Mordy Hackel sits down with retired Air Force veteran, fractional COO, and Legacy Wealth Group CEO Tyrus Shivers for a powerful conversation about scaling businesses, building systems, and rewriting the narratives that hold entrepreneurs back.
 
Tyrus shares how military structure and mission-driven thinking shaped his approach to entrepreneurship and why so…

If you plan to close the doors the day you’re done running this business, you can skip this one. But if you want it to keep going, a small handful of people probably matter more than the rest of your org chart combined. The question is whether your compensation and protection planning reflects that, or whether your key people get

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Most professional services firms are automating the wrong things first. In this free one-hour webinar, Rob Wiltsey, Founder of Future Foundations, and Christian Kelly, CTO at Xantrion, walk through two real-world AI automation examples — a simple inbox triage workflow and a complex document drafting process for estate planning firms — and show exactly how to identify the right workflows…

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Most MSP owners focus on the EBITDA multiple. That is only half of the valuation story.
Ask an MSP owner what the business is worth and the answer usually starts with an EBITDA multiple. The shorthand often sounds like this: A company with $1 million of EBITDA may trade around 8x; a company with $2 million

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What six sell-side transactions in the first half of 2026 taught us about platforms, AI, sales, process and valuation.
In the first half of 2026, we completed six sell-side transactions involving IT managed service providers and spoke with more than 100 potential buyers. The conversations gave us a real-time view of how private equity firms and

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Almost every IT MSP we talk to has the same line, “Our business is very simple and our books are clean. My bookkeeper said we are on accrual (or GAAP) basis.”
I fell for this on one of my earliest transactions. It was a sizeable $5M EBITDA business with a seasoned fractional CFO. Then we got

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On this episode of Behind the Numbers, host Dave Bookbinder sits down with Terry Fossum – #1 Wall Street Journal bestselling author, global TEDx speaker, LA Magazine’s Person of the Year, and winner of Fox’s Kicking & Screaming. Together, they go behind the data to unpack the hidden drivers of enterprise value, executive execution, and authority-building.
Terry shares his “throw…